Civic Intelligence

Newton Lee Elementary School PTO Incorporated

990EZ • Fiscal year 2022 • EIN 20-3253693

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 17, 2022

433335 Gloucester ParkwayAshburn, VA 20147

(571) 252-1535

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.09x

Higher debt load relative to assets than 79% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

43rd percentile

0.9%

Higher net margin than 43% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

51st percentile

1.8%

Faster asset growth than 51% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

1227%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$57,466

Up $1,037 (+1.8%) from 2021

Net Assets

$52,437

No earlier filing loaded for comparison.

Liabilities

Flat

$5,029

Flat from 2021

Revenue

Up

$114,851

Up $106,196 (+1227%) from 2021

Expenses

Up

$113,814

Up $89,450 (+367%) from 2021

Net Income

Up

$1,037

Up $16,746 (+107%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2012: $38,604Liabilities 2012: $02012Assets 2013: $33,748Liabilities 2013: $02013Assets 2014: $68,465Liabilities 2014: $7,0672014Assets 2015: $92,966Liabilities 2015: $13,7842015Assets 2016: $74,183Liabilities 2016: $2,5792016Assets 2017: $78,109Liabilities 2017: $8,2292017Assets 2018: $32,100Liabilities 2018: $3,1602018Assets 2019: $51,222Liabilities 2019: $6,160Net Assets 2019: $45,0622019Assets 2020: $63,067Liabilities 2020: $6,1602020Assets 2021: $56,429Liabilities 2021: $5,0292021Assets 2022: $57,466Liabilities 2022: $5,029Net Assets 2022: $52,4372022Assets 2023: $87,077Liabilities 2023: $5,029Net Assets 2023: $82,0482023Assets 2024: $125,978Net Assets 2024: $125,9782024Assets 2025: $129,826Net Assets 2025: $129,8262025

Highlighted filing

2022

Assets$57,466
Liabilities$5,029
Net Assets$52,437

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2012: $172,419Expenses 2012: $183,989Net Income 2012: -$11,5702012Revenue 2013: $65,922Expenses 2013: $60,685Net Income 2013: $5,2372013Revenue 2014: $143,809Expenses 2014: $116,176Net Income 2014: $27,6332014Revenue 2015: $141,021Expenses 2015: $123,237Net Income 2015: $17,7842015Revenue 2016: $120,854Expenses 2016: $128,432Net Income 2016: -$7,5782016Revenue 2017: $127,386Expenses 2017: $129,111Net Income 2017: -$1,7252017Revenue 2018: $141,691Expenses 2018: $117,311Net Income 2018: $24,3802018Revenue 2019: $129,263Expenses 2019: $113,141Net Income 2019: $16,1222019Revenue 2020: $108,133Expenses 2020: $96,288Net Income 2020: $11,8452020Revenue 2021: $8,655Expenses 2021: $24,364Net Income 2021: -$15,7092021Revenue 2022: $114,851Expenses 2022: $113,814Net Income 2022: $1,0372022Revenue 2023: $155,652Expenses 2023: $126,042Net Income 2023: $29,6102023Revenue 2024: $138,193Expenses 2024: $94,261Net Income 2024: $43,9322024Revenue 2025: $86,576Expenses 2025: $82,730Net Income 2025: $3,8462025

Highlighted filing

2022

Revenue$114,851
Expenses$113,814
Net Income$1,037
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 17, 2022
Return Version
2021v4.0
Gross Receipts
$122,564
Mission and Program Overview

Mission

To support educational needs of the local elementary school

Program Services

DescriptionGrantsExpenses
THE AFTER SCHOOL ENRICHMENT PROGRAM IS RUN QUARTERLY WHERE TEACHERS RUN A CLUB/SPORT/STEAM ACTIVITY FOR STUDENTS (I.E., FRENCH CLUB,CHESS, LEGO, CLAY MAKING, PAINTING, ETC.). THESE ACTIVITIES RUN ONCE A WEEK ON VARIOUS DAYS FOR ABOUT AN HOUR. THE PARENTS HAVE AN OPPORTUNITY TO SIGN THEIR CHILDREN UP FOR THE PROGRAM OF INTEREST. A PORTION OF THE FUNDS ARE PAID TO THE TEACHER RUNNING THE CLUB, USED FOR THE PURCHASE OF THE SUPPLIES PURCHASED FOR THE CLUB AND AS A FUNDRAISER FOR THE PTO. THE AFTER SCHOOL ENRICHMENT PROGRAMS ARE A GREAT WAY FOR THE CHILDREN TO MAKE FRIENDS, HAVE FUN AND MEET THE STAFF.-$50,654
PROGRAM SERVICE ACCOMPLISHMENTS: INSTRUCTIONAL MATERIALS AND SUPPLIES - CONTRIBUTIONS TOWARD THE PURCHASE OF SCHOOL SUPPLIES AND EDUCATION INCLUDING BOOKS, NEWSPAPERS, CULTURAL PERFORMANCES, AND FIELD TRIPS.-$37,040
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE HARTNEYPresident (SFT$0--
TIFANNY ESTRELLAVP (Sy 22-23FT$0--
THERESA MARCANTONIOSecretary (SPT$0--
STEPHANY KERRTreasurer (SPT$0--
ISABEL ALFEIRANCoordinator(PT$0--
AMY DUNNEPresident (SFT$0--
ISABEL ALFEIRANVP (Sy 21-22FT$0--
TIFFANY ESTRELLASecretary (SPT$0--
Filing and Contact Details

Filer

Filer Name
Newton-lee Elementary School Pto
EIN
20-3253693
Phone
5712521535
Address
433335 GLOUCESTER PARKWAY, ASHBURN, VA 20147

Signing Officer

Name
Katie Hartney
Title
President (sy 22-23)
Phone
5712521535
Signed
2022-10-17

Preparer

Firm
Stitely & Karstetter
Address
4460 BROOKFIELD CORPORATE DR STE F, CHANTILLY, VA 20151
Preparer
Frank Stitely
Phone
7038188284
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Miscellaneous income 845 total 845

Form 990-ez, Part I, Line 16

Expenses office 44 after school program exp 50,654 fundraising expenses 24,611 nle supplies and support 37,040 licenses and permits 25 dues and subscriptions 100 pto supplies 1,190 total 113,664

Form 990-ez, Part II, Line 26

Nle scholarships payable 4,000 4,000 school tree fund payable 1,029 1,029

Form 990-ez, Part III, Line 28

The after school enrichment program is run quarterly where teachers run a club/sport/steam activity for students (i.e., french club,chess, lego, clay making, painting, etc.). These activities run once a week on various days for about an hour. The parents have an opportunity to sign their children up for the program of interest. A portion of the funds are paid to the teacher running the club, used for the purchase of the supplies purchased for the club and as a fundraiser for the pto. The after school enrichment programs are a great way for the children to make friends, have fun and meet the staff.

Form 990-ez, Part V

Information regarding personal benefit contracts: the organization did not, during the year, receive any funds, directly, or indirectly, to pay premiums on a personal benefit contract. The organization, did not, during the year, pay any premiums, directly, or indirectly, on a personal benefit contract.

Raw XML Appendix171 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt0113664
IRS990EZ/OtherRevenueTotalAmt0845
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IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT EDUCATIONAL NEEDS OF THE LOCAL ELEMENTARY SCHOOL
IRS990EZ/ProgramServiceRevenueAmt0111044
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROGRAM SERVICE ACCOMPLISHMENTS: INSTRUCTIONAL MATERIALS AND SUPPLIES - CONTRIBUTIONS TOWARD THE PURCHASE OF SCHOOL SUPPLIES AND EDUCATION INCLUDING BOOKS, NEWSPAPERS, CULTURAL PERFORMANCES, AND FIELD TRIPS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME 845 TOTAL 845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 44 AFTER SCHOOL PROGRAM EXP 50,654 FUNDRAISING EXPENSES 24,611 NLE SUPPLIES AND SUPPORT 37,040 LICENSES AND PERMITS 25 DUES AND SUBSCRIPTIONS 100 PTO SUPPLIES 1,190 TOTAL 113,664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NLE SCHOLARSHIPS PAYABLE 4,000 4,000 SCHOOL TREE FUND PAYABLE 1,029 1,029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE AFTER SCHOOL ENRICHMENT PROGRAM IS RUN QUARTERLY WHERE TEACHERS RUN A CLUB/SPORT/STEAM ACTIVITY FOR STUDENTS (I.E., FRENCH CLUB,CHESS, LEGO, CLAY MAKING, PAINTING, ETC.). THESE ACTIVITIES RUN ONCE A WEEK ON VARIOUS DAYS FOR ABOUT AN HOUR. THE PARENTS HAVE AN OPPORTUNITY TO SIGN THEIR CHILDREN UP FOR THE PROGRAM OF INTEREST. A PORTION OF THE FUNDS ARE PAID TO THE TEACHER RUNNING THE CLUB, USED FOR THE PURCHASE OF THE SUPPLIES PURCHASED FOR THE CLUB AND AS A FUNDRAISER FOR THE PTO. THE AFTER SCHOOL ENRICHMENT PROGRAMS ARE A GREAT WAY FOR THE CHILDREN TO MAKE FRIENDS, HAVE FUN AND MEET THE STAFF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS: THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART V
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE HARTNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT (SY 22-23)
ReturnHeader/BusinessOfficerGrp/PhoneNum05712521535
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEWTON-LEE ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0NEWT
ReturnHeader/Filer/EIN0203253693
ReturnHeader/Filer/PhoneNum05712521535
ReturnHeader/Filer/USAddress/AddressLine1Txt0433335 GLOUCESTER PARKWAY
ReturnHeader/Filer/USAddress/CityNm0ASHBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020147
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201011146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STITELY & KARSTETTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04460 BROOKFIELD CORPORATE DR STE F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHANTILLY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020151
ReturnHeader/PreparerPersonGrp/PhoneNum07038188284
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK STITELY
ReturnHeader/ReturnTs02022-10-17T10:51:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARTNEY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$1.30$0.87$0.83$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.26$1.26$1.38$0.94$0.44
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.05$0.82$1.56$1.26$0.30
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.05$0.52$1.15$1.14$0.01
2021Summary only. Only limited summary data is available for this year.$0.56$0.05$0.09$0.24$0.16
2020Summary only. Only limited summary data is available for this year.$0.63$0.06$1.08$0.96$0.12
2019Summary only. Only limited summary data is available for this year.$0.51$0.06$0.45$1.29$1.13$0.16
2018Summary only. Only limited summary data is available for this year.$0.32$0.03$1.42$1.17$0.24
2017Summary only. Only limited summary data is available for this year.$0.78$0.08$1.27$1.29$0.02
2016Summary only. Only limited summary data is available for this year.$0.74$0.03$1.21$1.28$0.08
2015Summary only. Only limited summary data is available for this year.$0.93$0.14$1.41$1.23$0.18
2014Summary only. Only limited summary data is available for this year.$0.68$0.07$1.44$1.16$0.28
2013Summary only. Only limited summary data is available for this year.$0.34$0.00$0.66$0.61$0.05
2012Summary only. Only limited summary data is available for this year.$0.39$0.00$1.72$1.84$0.12